Public Charity

OREGON SHAKESPEARE FESTIVAL ENDOWMENT FUND

OREGON SHAKESPEARE FESTIVAL ENDOWMENT FUND is a private foundation categorized as Public Charity based in ASHLAND, OR. Its most recent IRS filing (2025) reports revenue of $5.6M, expenses of $4.5M, total assets of $31.8M. Imperigo tracks 8 reported grants from this foundation totaling approximately $27.7M.

EIN: 936041618 ASHLAND, OR Single Organization Support NTEE: A11 Latest filing: 2025
Total Revenue$5.6M
Total Expenses$4.5M
Total Assets$31.8M
Grants Given8
Grant Total$27.7M
Filing Years2021–2025

Mission

TO PROVIDE SUPPORT FOR THE OREGON SHAKESPEARE FESTIVAL ASSOCIATION, A PUBLICLY-SUPPORTED 501(C)(3) ORGANIZATION.

Where $100 goes at Oregon Shakespeare Festival Endowment Fund

How Oregon Shakespeare Festival Endowment Fund divides every $100 it spends, from its own Form 990 filings, averaged across 8 years.

$97 Programs the work itself
$3 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $97 for programs

$97
Support for the oregon shakespeare festival association
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Sample Grants Given

ASHLAND, OR · 2024
FINANCIAL SUPPORT TO ASSIST WITH ANNUAL AND LONG TERM VIABILITY.
$4,308,002
ASHLAND, OR · 2022
FINANCIAL SUPPORT TO ASSIST WITH ANNUAL AND LONG TERM VIABILITY.
$6,250,000
ASHLAND, OR · 2021
FINANCIAL SUPPORT TO ASSIST WITH ANNUAL AND LONG TERM VIABILITY.
$1,639,785
ASHLAND, OR · 2019
FINANCIAL SUPPORT TO ASSIST WITH ANNUAL AND LONG TERM VIABILITY.
$3,463,115
ASHLAND, OR · 2018
FINANCIAL SUPPORT TO ASSIST WITH ANNUAL AND LONG TERM VIABILITY.
$4,323,938

Showing up to 5 of 8 total records — full history available with membership.

Officers & Directors

OSF FINANCE DIRECTOR Ariana Spiegler
BOARD MEMBER Charlotte Lin
BOARD MEMBER Dave Hitz
EXECUTIVE DIRECTOR Gabriella Calicchio Through 062025
BOARD MEMBER Janet Fratella
OSF INTERIM EXECUTIVE DIRECTOR Javier Dubon

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$27,685,453 7 grants

Financial Trends

Year Revenue Expenses Assets
2025 $5.6M $4.5M $31.8M
2024 — — $30.3M
2023 $1.1M $6.4M $26.8M
2022 $1.9M $1.8M $31.2M
2021 $2.8M $2.3M $40.6M

Between 2021 and 2025, reported annual revenue grew from $2.8M to $5.6M (+98%), with total assets most recently reported at $31.8M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in OR.

OR

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for OREGON SHAKESPEARE FESTIVAL ENDOWMENT FUND

Complete financials, all 8 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 880,000+ organizations.

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